The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

Quality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumThe company said on Thursday a minimal crew would remain at the mine and full operations would resume "once the safety and security of mine personnel and infrastructure" could be assured.Read More

Quality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumBarminco will work on the C$397 million Khoemacau "starter project" that involves underground mining of sulphide ores.Read More

Quality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumIn a joint statement released hours ago, unions 1, 2 and 3 said about 55% of the 2,742 members who voted on Saturday rejected the state-owned company's latest offer."Given this result, unions 1, 2 and 3 will remain on strike in Chiquicamata, seeking to access substantial improvements for the benefit of our workers," they...Read More

In a column last week, I mentioned that my daughter was participating in the USA Surfing Championships. Well, I'm happy to say that she made the final for her age group and got invited to join the USA junior Olympic development team as well.Of course, not everything went perfectly.During the early part of her final heat, a massive set of waves came through and detonated on her and another competit...Read More

Greenland shines brightly in the rare earth spotlightSPONSOREDgreenland mineralsBlack Rock readies for race to graphite productionSPONSOREDblack rock miningE25 powering towards Butcherbird PFSSPONSOREDelement 25Finally, a changed mining tech M&A landscapeSPONSOREDatricoIn a nutshell, lithium hit a speed bump after travelling too far, too fast.Read More

De Beers' fifth sales cycle of its "Global Sightholder Sales and Auction Sales" of 2019 was reported to be as low as $390 million. Bruce Cleaver, CEO, De Beers Group, said: "While overall retail sentiment for diamond jewelry in the US remains solid, a more challenging environment in China and higher than normal polished diamond inventories in the midstream resulted in a cautious approach from...Read More

"Financial executives don't know how to think," Casey Research editor and strategic trader EB Tucker told attendees.Read More

Last month, I told you it looked like the bottom in the gold market.I told you to keep an eye on Iran and, after years of telling you gold was not ready for prime time, things suddenly changed. Several months ago, I began telling you gold was a second-half-of-this-year story.I've told you for years the 10-year was the canary in the coal mine.Two weeks ago, I told you my contrarian heart was smilin...Read More

Gold prices have had a nice move so far this month. Should investors consider a gold based ETF or the gold mining stocks? A look at how they performed in the last bull and bear cycle may make their decision easier.Read full newsRead More

All production vehicles are hooked up to a private 4G network for Newcrest Mining.Read full newsRead More

Gold prices have had a nice move so far this month. Should investors consider a gold based ETF or the gold mining stocks? A look at how they performed in the last bull and bear cycle may make their decision easier.Read full newsRead More

Quality emerges at Galan's blue-chip lithium addressSPONSOREDgalan lithiumThe company reported an intersection of 28.1m grading 12.6% copper, which included 18m at 15.62%. Ero said initial drilling beneath the main ore zones of the Vermelhos mine encountered high-grade mineralisation about 70m below the Toboggan orebody, intersecting 13.4m grading 5.86% copper, which also included 8.4m gr...Read More

As the nation's nuclear plants close, a new industry has sprouted. Worth billions to some, the decommissioning process worries others.Read full newsRead More

As the nation's nuclear plants close, a new industry has sprouted. Worth billions to some, the decommissioning process worries others.Read full newsRead More

This gold mining ETF has hit a new 52-week high. Are more gains in store for this ETF?Read full newsRead More

Shares of Energy Fuels (TSX: EFR) and Ur-Energy (TSX: URE) moved higher on a report from Bloomberg that the U.S. Department of Commerce is recommending that Washington take measures to protect domestic uranium production.The June 20 article, quoting three anonymous sources briefed on the matter, said the commerce department believes that the U.S. reliance on uranium imports poses a national securi...Read More

The banks are in trouble and they know it.If there's one thing technology is good at, it's changing the status quo. You've no doubt heard about and witnessed it with ridesharing platforms like Uber. There are all kinds of stories about that company taking business away from traditional cab companies. Likewise, companies like AirBnB are disrupting the hotel industry.And while sweeping, sudden chang...Read More

Gold finally surged to new bull-market highs this week! Several years after its last bull high, gold punched through vexing resistance after the Fed continued capitulating on ever normalizing. This huge milestone changes everything for gold and its miners' stocks, unleashing new-high psychology fueling self-feeding buying. With speculators not yet all-in and investors wildly underdeploye...Read More

Apart from the technical, Iranian issue is also contributing to gold's rise. Momentum is bullish for gold and crude oil. Silver has a lot of potential to rise IF it tries to play catch up with gold. China is trying to mediate for a denuclearization of the Korean peninsula. Developments in Korea will not have any effect on gold or currency markets. One should look for signs of profit taking bef...Read More

Gold finally surged to new bull-market highs this week! Several years after its last bull high, gold punched through vexing resistance after the Fed continued capitulating on ever normalizing. This huge milestone changes everything for gold and its miners' stocks, unleashing new-high psychology fueling self-feeding buying. With speculators not yet all-in and investors wildly underdeploye...Read More